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Marcie Lynn Kolberg

SOLUTIONS FOR WEALTH MANAGEMENT, LLC·BOURBONNAIS, Illinois
Unclaimed Profile
1605 N CONVENT, BOURBONNAIS, IL 60914CRD# 4487719Firm CRD# 113570
01

About

Marcie Lynn Kolberg is a registered financial advisor based in BOURBONNAIS, Illinois, affiliated with SOLUTIONS FOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOLUTIONS FOR WEALTH MANAGEMENT, LLC
SOLUTIONS FOR WEALTH MANAGEMENT, LLC
AUM
$174M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SOLUTIONS FOR WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4487719
Firm CRD# 113570
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcie Lynn Kolberg offer?
Marcie Lynn Kolberg specializes in Financial Planning, Investment Management. Contact their office in BOURBONNAIS, Illinois for a consultation.
What are Marcie Lynn Kolberg's credentials?
Marcie Lynn Kolberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcie Lynn Kolberg located?
Marcie Lynn Kolberg is based in BOURBONNAIS, Illinois, working with SOLUTIONS FOR WEALTH MANAGEMENT, LLC. Their office serves clients in the BOURBONNAIS metropolitan area and surrounding communities.
How does Marcie Lynn Kolberg charge for services?
Marcie Lynn Kolberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLUTIONS FOR WEALTH MANAGEMENT, LLC?
SOLUTIONS FOR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BOURBONNAIS
Curtis Lee Dykstra — SOLUTIONS FOR WEALTH MANAGEMENT, LLCMark Leslie Smith — SOLUTIONS FOR WEALTH MANAGEMENT, LLCWayne Douglas Koelling — SOLUTIONS FOR WEALTH MANAGEMENT, LLCLawrence Kenneth Ohm — SOLUTIONS FOR WEALTH MANAGEMENT, LLCJerry Scott Fuesel — ROOTED WEALTH ADVISORS, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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